Luke Iverson
Luke Iverson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 10 years of industry experience. Luke is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
7212 Metro Blvd., Edina, MN, 55439
Get directionsHistory
Regulatory History (1)
Regulatory
July 2018Other Business Activities
Luke is involved in two outside business activities. He spends about a third of his time with MJW Group LLC and about 10-20% of his time with Accounting & Tax Solutions.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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